Search Billing Element

The Search Billing Element - zone allows you to search for a bill using various search criteria. This zone contains the following two sections:

  • Search By - The Search Criteria section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Bill ID Used to search a particular bill.
    Note: The Search (The Search Icon) icon appears corresponding to the Bill ID field. On clicking the Search icon, the Bill Search window appears.
    No
    Division Used to search bills of accounts that belong to a particular division.
    Note:

    You can only view those divisions to which you have access in the Division list.

    One more search criterion is required when you are searching for a bill using the Division field.

    Yes (Conditional)
    Note: This field is not required when you search for a bill using the bill ID or alternate bill ID.
    Bill Status Used to search bills with a particular status. The valid values are:
    • All

    • Complete

    • Pending

    No
    Alternate Bill ID Used to search a particular bill using the alternate bill ID. No
    Bill Completion From Date Used to search bills which are completed on or later than the specified date. No
    Bill Completion To Date Used to search bills which are completed on or earlier than the specified date. No
    Person ID Used to search bills of a particular person.
    Note: The Search (The Search Icon) icon appears corresponding to the Person ID field. On clicking the Search icon, the Person Search window appears.
    No
    Primary Account Identifier Type Used to select the identifier type based on which you want to search bills of a particular account. Yes (Conditional)
    Note: If you enter the account identifier as a search criteria, you have to select the account identifier type.
    Primary Person Identifier Type Used to select the identifier type based on which you want to search bills of a particular person. Yes (Conditional)
    Note: If you enter the person identifier as a search criteria, you have to select the person identifier type.
    Primary Account Identifier Used when you want search bills of a particular account. Yes (Conditional)
    Note: If you specify the account identifier type as a search criteria, you have to enter the account identifier.
    Primary Person Identifier Used when you want search bills of a particular person. Yes (Conditional)
    Note: If you specify the person identifier type as a search criteria, you have to enter the person identifier.
    Billable Charge ID Used to search a particular billable charge information using the billable charge ID.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Billable Charge ID field. On clicking the Search icon, the Billable Charge Search window appears.

    This field appears when you select Billable Charge Details option from the Search By list.

    Yes
  • Search Results - On clicking the Search button, the search results appear based on the specified search criteria. The Search Results section contains the following columns:

    Column Name Column Description
    Bill ID Displays the bill ID.
    Note: It has a link. On clicking the link, the Bill screen appears with the details of the respective bill.
    Status Displays the status of the bill.
    Completion Date Displays the date when the bill was completed.
    Total Bill Amount Displays the total amount billed to the person.
    Invoice Currency Displays the currency in which the amount is billed to the person.
    Account Identifier Type Displays the primary account identifier type.
    Account Identifier Indicates the account for which the bill is created.
    Person Identifier Type Displays the primary person identifier type.
    Person Identifier Indicates the person for whom the bill is created.
    Division Displays the division to which the account belongs.
    Alternate Bill ID Displays the alternate bill ID.
    Start Date Displays the date from when the bill is effective.
    Note: This column appears when you search for a fully-insured group bill.
    End Date Displays the date till when the bill is effective.
    Note: This column appears when you search for a fully-insured group bill.
    Amount Displays the bill amount.
    Note: This column appears when you search for a fully-insured group bill.
    Status Indicates the status of the bill. The valid values are:
    • Pending

    • Completed

    Note: This column appears when you search for a fully-insured group bill.
    Billable Charge Information Displays information about the bill.
    Note: It has a link. On clicking the link, the Billable Charge ID screen appears where you can view the details of the respective billable charge.
    Note: This column appears when you search for a fully-insured group bill.
    Pricing Calculation ID Displays the pricing calculation ID of the bill.
    Note: This column appears when you search for a fully-insured group bill.
    Request Reference ID Displays the request reference ID of the bill.
    Note: This column appears when you search for a fully-insured group bill.
    Transaction ID Displays the transaction ID of the bill.
    Note: This column appears when you search for a self-funded bill.
    Transaction Date Displays the date and time when the transaction was performed.
    Note: This column appears when you search for a self-funded bill.
    Transaction Volume Displays the transaction volume.
    Note: This column appears when you search for a self-funded bill.
    Transaction Amount Displays the transaction amount.
    Note: This column appears when you search for a self-funded bill.
    Transaction Currency Displays the currency in which the transaction was performed.
    Note: This column appears when you search for a self-funded bill.
    Transaction Source Displays the transaction source from where the transaction was received.
    Note: This column appears when you search for a self-funded bill.
    Transaction Record Type Displays the record type of the transaction.
    Note: This column appears when you search for a self-funded bill.
    Initial Price Item Indicates the price item to which the transaction is mapped.
    Note: This column appears when you search for a self-funded bill.
    Rule Indicates the rule which was met while determining initial price item for the transaction.
    Note:

    It has a link. On clicking the link, the Rule screen appears where you can view the details of the respective rule.

    This column appears when you search for a self-funded bill.

    Transaction Information Displays information about the transaction.
    Note:

    It has a link. On clicking the link, the Transaction Details screen appears where you can view the details of the respective transaction.

    This column appears when you search for a self-funded bill.

Related Topics

For more information on... See...
How to search for a bill Searching for a Bill
How to view the bill segments of a bill Viewing the Bill Segments of a Bill